B. Riley Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

B. Riley Wealth Advisors’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,823	Closed	-$187K	–	1438
2024 Q1	$187K	Buy	+12,823	New	+$196K	0.01%	1285
2023 Q4	–	Sell	-12,823	Closed	-$187K	–	1423
2023 Q3	$187K	Buy	12,823 +290	+2%	+$4.18K	0.01%	1285
2023 Q2	$182K	Sell	12,533 -1,268	-9%	-$18.4K	﹤0.01%	1373
2023 Q1	$196K	Sell	13,801 -3,772	-21%	-$56.3K	0.01%	1309
2022 Q4	$261K	Buy	+17,573	New	+$256K	0.01%	1109
2015 Q1	–	Sell	-1,350	Closed	-$33	–	875
2014 Q4	$33	Buy	+1,350	New	+$32.8K	﹤0.01%	2303
2014 Q3	–	Sell	-366	Closed	-$8.66K	–	908
2014 Q2	$8.66K	Buy	+366	New	+$8.56K	﹤0.01%	1844

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

B. Riley Wealth Advisors's DBL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2024, closing a stake of 12,823 shares — an estimated $187K sold.

B. Riley Wealth Advisors first reported a position in DBL in Q2 2014 and held it in 7 quarters. The position peaked at $261K in Q4 2022. 62 funds tracked by Wall St. Rank hold DBL as of Q2 2024.

B. Riley Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,823 DoubleLine Opportunistic Credit Fund shares in Q2 2024, an estimated $187K.
B. Riley Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $261K in Q4 2022.
62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.